-4.4%
APO vs ZBH
+11.3%
-15.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +13.5% | -5.4% | +5.9% |
| 7D | +8.2% | +14.3% | -6.1% | +5.9% |
| 30D | +6.4% | +20.3% | -13.9% | +3.8% |
| 3M | -7.4% | +15.3% | -22.7% | -9.4% |
| 6M | -4.2% | +33.9% | -38.1% | -6.8% |
| YTD | -14.1% | +23.5% | -37.6% | -16.3% |
| 1Y | -4.4% | +7.9% | -12.3% | -7.8% |
| All | -4.4% | +11.3% | -15.7% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZBH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling